We have an incredible opportunity in Southern Ontario (preferably the Waterloo region) for a Ribo licensed Personal Lines CSR with a license in good standing, and a minimum of 3+ years experience.
Successful candidates will be expected to provide exceptional customer service to clients by following company procedures and protocols set forth in this fast-paced working environment. You will also adhere to all company polices, and remain compliant in dealing with any customers. In-office work is preferred as often as possible, and will only consider any sort of hybrid model following the completion of training.
Requirements:
- Order reports to confirm driving records; Autoplus and MVR reports
- Estimate and prepare fully completed applications for home/auto insurance
- Completing/sending submissions to various insurance companies
- Follow up with various insurance companies on new submissions
- Complete policy changes on various insurance company portals, while engaging with the clients on the phone / in office
- Communicate with insurance companies regarding underwriting requirements
- Review policy renewals for accuracy, proper rating/coverage and complete renewal letters with recommendations when necessary
- Complete market searches if required for re-marketing
- Follow up with clients regarding registered letter cancellations and returned payments
- Up-sell and cross sell when appropriate
Requirements:
- A RIBO license in good standing
- Proficiency with SigXP and CompuQuote/Applied Rating, MS Office
- Ability to use software, portals, and navigate online
- A strong and effective communicator
- A team member with the ability to work through situations with clients and co-workers
- Able to prioritize and manage workload
- Ability to adapt and remain flexible to various situations
While we appreciate all those who apply, we will only be contact those individuals that qualify for this role.
Please submit your resume in confidence today for consideration.
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